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Scheduled Send for Email

  • October 24, 2024
  • 4 replies
  • 52 views
P
Freshman I

Is there a way to schedule an email to be sent at a later date from a sales order from the Activities option? 

Best answer by Manikanta Dhulipudi

@pjsengstock I dont see an option for this,

 

Can you help me the background for the requirement and what you are trying to achieve it.

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    4 replies

    Manikanta Dhulipudi
    Captain II
    Forum|alt.badge.img+13

    @pjsengstock I dont see an option for this,

     

    Can you help me the background for the requirement and what you are trying to achieve it.

    Acumatica Functional Consultant & Customer Experience Supervisor
    Chris Hackett
    1 person likes this
    • Chris Hackett
      Chris Hackett
    P
    Freshman I
    • pjsengstock
    • Author
    • Freshman I
    • 2 replies
    • October 24, 2024

    We create quotes for customers, and we would like to be able to schedule a follow up email(s) to be sent until the quote is converted to a sales order or closed.

    hermanjkotze1976
    Freshman I

    Hi ​@pjsengstock What was the solution you implemented to solve this issue?

    Herman Kotze
    P
    Freshman I
    • pjsengstock
    • Author
    • Freshman I
    • 2 replies
    • April 15, 2025

    ​@hermanjkotze1976 Unfortunately, there was no solution. We ended up using the Task option to create a follow up and everyday we go through our tasks by Due Date and send our emails out individually. 

    Chris Hackett
    1 person likes this
    • Chris Hackett
      Chris Hackett

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